Michael Riley, CFP®, CLU®, ChFC®
PRESIDENT
If you would like Michael to speak at your next function, please call us or email to schedule a conversation. We would love to hear from you.
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Vital Information about Retirement,
Wills, Trusts and Estate Plans
Location:
Michael Riley
Estate Planning Speaker for 55+ Communities
Estate planning isn’t just about documents.
It’s about people, families, and the stories that shape our lives.
Michael Riley is a highly sought-after estate planning speaker known for turning complex topics into relatable, meaningful conversations. With extensive industry experience and years of speaking to community groups and seminars, Michael delivers presentations that are educational, engaging, and easy to understand.
His unique approach combines clear guidance with real-life stories that bring estate planning concepts to life, helping audiences not only understand the material, but truly connect with it.
A Story-Driven Approach That Resonates
Rather than lecturing from a slide deck full of legal language, Michael uses:
● Real-world case examples
● Relatable family scenarios
● Practical “what happened when…” stories
These stories make the information memorable, understandable, and immediately relevant.
Attendees often say, “That sounds just like our family,” or “I never thought about it that way before.”
The result? People leave informed, empowered, and confident about their next steps.
Educational — Never Sales-Driven
Michael’s workshops are designed to serve the audience first. They are:
● Informative and practical
● Respectful of your members’ time”
● Free from high-pressure tactics
● Focused on education and clarity
His goal is simple: help people make thoughtful decisions about protecting their families and their legacy.”
A Community-Focused Partnership
Michael values the opportunity to support the communities he speaks in.
When partnering with a local civic group, HOA, or interest group, he is often happy to sponsor the event by providing a meal for the meeting — creating a welcoming atmosphere that encourages attendance and engagement.
This approach allows your community to:
● Offer residents a valuable educational program
● Provide a hosted meal or refreshment
● Create a well-attended, meaningful event
● Der programming at no cost to the community
It’s not just a workshop or presentation — it’s a well-supported community eventDates fill quickly, especially for seasonal communities.
Education. Clarity. Community.
Give your group members valuable insight — and an event they’ll truly enjoy.
Popular Presentation Topics
Each session can be customized to your group’s interests. Common topics include:
● The Essentials of Estate Planning
● Wills vs. Trusts: What You Really Need to Know
● How To Avoid Probate
● Avoiding Common Estate Planning Mistakes
● Planning for Incapacity and Healthcare Decisions
● Protecting Assets for the Next Generation
Michael’s presentations typically run 15-20 minutes, giving your group the time it needs for your regular meeting or activity. He also presents a longer, seminar-style talk that usually runs about 45 minutes.”
Ideal For
● 55+ and Active Adult Communities
● HOA-Sponsored Educational Events
● Retirement & Social Clubs
● Church or Faith-Based Groups
● Community Centers
● Financial & Retirement Interest Groups
Bring a Meaningful Program to Your Community
If you coordinate events or educational programming, we would welcome the opportunity to work with you.
Michael Riley brings:
✔ Professional expertise
✔ Engaging storytelling
✔ Real-world clarity
✔ A sponsored meal for your event
✔ A respectful, educational experience your residents will appreciate
Schedule a Seminar
To inquire about availability or discuss an upcoming event:
Call 352-732-8277
Email mriley@myestatepath.com
READ OUR BOOK
Retirement Strategies for the New Economy
This book takes you on a journey through the triumphs of smart and solid planning, as well as guides you past the most common pitfalls that derail so many retirees. Get your free copy with any scheduled complementary consultation. We look forward to seeing you soon.
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. Estate and Retirement Resources, Inc. is not affiliated with Simplicity Investments. Member FINRA/SIPC. Insurance, Consulting, and Education services offered through Estate and Retirement Resources, Inc. Estate and Retirement Resources, Inc. is a separate and unaffiliated entity from Simplicity Wealth.
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CONTACT
Office: 352-732-8277
Fax: 352-732-9649
Ocala Office
7500 SW 61st Ave, Suite 700
Ocala, FL 34476
Open Mon thru Fri 9am – 5pm
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